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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1176
O'Brien Wealth Partners
Massachusetts
$172K +$196K +2,881 New
SC
1177
Steph & Co
Wisconsin
$165K +$1.36K +20 +0.7%
CCMI
1178
Creative Capital Management Investments
California
$162K – – –
AWM
1179
AllSquare Wealth Management
New York
$160K – – –
FLP
1180
Financial Life Planners
Arizona
$160K +$182K +2,675 New
WPA
1181
Wealth Preservation Advisors
Tennessee
$159K +$2.38K +35 +1%
CH
1182
Cromwell Holdings
Wyoming
$154K – – –
AGWCA
1183
Annis Gardner Whiting Capital Advisors
Florida
$153K +$55.3K +814 +46%
KFI
1184
Key Financial Inc
Pennsylvania
$153K +$18.3K +270 +12%
CFO
1185
CVA Family Office
Colorado
$143K +$4.62K +68 +3%
HIA
1186
Harbor Investment Advisory
Maryland
$143K -$12.1K -178 -7%
QL
1187
Quarry LP
New York
$142K +$156K +2,299 +2,838%
FDCP
1188
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
BSB
1189
Bangor Savings Bank
Maine
$137K +$5.09K +75 +3%
HDIM
1190
Hanson & Doremus Investment Management
Vermont
$137K – – –
OL
1191
OneFund LLC
Florida
$136K +$5.23K +77 +3%
HWA
1192
HHM Wealth Advisors
Tennessee
$134K – – –
CIAM
1193
Caitong International Asset Management
Hong Kong
$133K +$152K +2,232 New
PAM
1194
Parvin Asset Management
South Dakota
$133K – – –
ACM
1195
Adalta Capital Management
New York
$130K – – –
CB
1196
Community Bank
New York
$130K +$8.56K +126 +6%
MCM
1197
MV Capital Management
Maryland
$129K -$408 -6 -0.3%
UIA
1198
Ulland Investment Advisors
Minnesota
$129K +$5.78K +85 +4%
RCM
1199
Richardson Capital Management
Wisconsin
$128K +$476 +7 +0.3%
CAL
1200
Capital Advisors Ltd
Ohio
$127K -$8.42K -124 -5%
46 47
48
49 50